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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1026
Savant Capital
Illinois
$1.42M +$292K +6,446 +26%
SI
1027
SII Investments
Wisconsin
$1.41M -$139K -3,067 -9%
AP
1028
Appleton Partners
Massachusetts
$1.41M -$29.3K -647 -2%
LNC
1029
Lincoln National Corp
Pennsylvania
$1.41M +$59.3K +1,310 +4%
LA
1030
Lau Associates
Delaware
$1.4M – – –
MCM
1031
Maryland Capital Management
Maryland
$1.4M -$68.9K -1,521 -5%
FPB
1032
First PREMIER Bank
South Dakota
$1.4M +$20.2K +445 +1%
NIT
1033
NumerixS Investment Technologies
British Columbia, Canada
$1.4M +$1.4M +30,865 New
TYCC
1034
Texas Yale Capital Corp
Florida
$1.38M – – –
SSP
1035
Sapphire Star Partners
Washington
$1.37M -$1.72M -37,859 -56%
LCM
1036
Logan Capital Management
Pennsylvania
$1.37M +$813K +17,920 +145%
MJRIC
1037
Mogy Joel R Investment Counsel
California
$1.37M – – –
CBU
1038
CIBC Bank USA
Illinois
$1.37M +$202K +4,453 +17%
MWAC
1039
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.36M +$103K +2,266 +8%
PC
1040
Passport Capital
California
$1.36M -$16.2M -358,412 -92%
VNIM
1041
Vaughan Nelson Investment Management
Texas
$1.36M – – –
FAT
1042
First American Trust
California
$1.36M +$36.3K +801 +3%
CVM
1043
Cheviot Value Management
California
$1.35M -$1.4M -30,950 -51%
AIA
1044
Allegis Investment Advisors
Idaho
$1.35M +$311K +6,996 +30%
Cetera Investment Advisers
1045
Cetera Investment Advisers
Illinois
$1.35M +$24.9K +551 +2%
KT
1046
Kanaly Trust
Texas
$1.34M -$816 -18 -0.1%
RJA
1047
Robshaw & Julian Associates
New York
$1.34M – – –
PAI
1048
Pittenger & Anderson Inc
Nebraska
$1.33M – – –
IAA
1049
Ironsides Asset Advisors
North Carolina
$1.33M -$239K -5,272 -15%
BWAM
1050
Boyd Watterson Asset Management
Ohio
$1.33M -$27.2K -600 -2%
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